The findings of the annual T3 / Inside Information software survey conducted by T3 – Technology Tools for Today president and founder, Joel Bruckenstein and Inside Information publisher, Bob Veres, were unveiled at the 2026 T3 Technology Conference in New Orleans. The survey revealed that client relationship management (CRM) remains the most valuable software category for financial advisors, followed by financial planning, portfolio management, trading/rebalancing, investment analytics and data document management and risk tolerance.
Read the article: : Software Survey: CRM Tops Categories; Chat GPT Leads Search
